About Us

Hi.

I’m Colin Meeks. I’ve run a financial planning practice in Baltimore, Maryland since 1994 and met some really great people along the way. I first learned about Medicaid planning back in 1995 from a local attorney, and the rest as they say……is history.

I’ve learned that sometimes, even the best made plans can go a little sideways, and that’s usually what happens when a family is faced with a loved one in a nursing home.

I hope this website can help you get started on some of the options that are available to you and your family. I’m here to help in any way that I can, so please feel free to get in touch if you have any questions.

I wish you and your family the very best outcome.

Step 1 – Watch “How Medicaid Can Help – The Basics

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Get a quick overview of how the Medicaid system works for long term nursing care and how it may help you.

Cost?
Free

Step 2 – Set up a 15 minute phone consultation

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After watching the webinar, we can take some time on the phone to learn more about your family’s situation. We’ll be able to figure out if Medicaid planning may be an option for you on this 15 minute call.

Cost?
Free

Step 3 – Start the planning process – Schedule an Intake meeting

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We can meet in person or by Zoom to get the planning process started. We’ll send you a checklist of documents to have available. The goal of this meeting is to gather information to prepare a “Summary and Recommendations” for your family

Cost?
$500

Steo 4 – Continue the planning process – Schedule a follow up/review meeting

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We will review your personalized “Summary and Recommendations” and show you how you may be able to spend down your assets to help qualify for Medicaid. This may include the use of a Medicaid Compliant Annuity.

If this is an option, we will refer you to an attorney who can continue the process.

Cost?
Included